Resources – Global Referral Connect

Join Our Weekly Live Training

Weekly MLS Match Training — Now Available on Zoom

You can now attend our weekly live training sessions directly via Zoom. Choose one of the available dates and join the interactive webinar to learn how to optimize your profile, create referrals, and build a stronger referral pipeline.

Register for the Zoom Training
Join Our Weekly Live Training

How to Videos

Your Profile: Your Digital Business Card in Connect

Your Profile: Your Digital Business Card in Connect

Shows how to open and complete your profile, add a headline, photo, story, certifications and specialties so other agents can quickly understand who you are and why they should work with you.

Making & Receiving Connections in Global Referral Connect

Making & Receiving Connections in Global Referral Connect

Walks through how to view existing connections, send new connection requests, accept invitations, and start direct messages – turning simple invites into real business relationships.

Smart Connection Suggestions Powered by AI

Smart Connection Suggestions Powered by AI

Explains where to find Recommended Connections, how Connect’s AI chooses them, and how “Why this is a great connection!” helps you understand the match and grow a high-value network.

Secure Global Referral Network

Secure Global Referral Network

Shows where to find the “Go to the Secure Global Referral Network” button and how it takes you straight into your referral dashboard to send, track, and manage referrals securely.

Channels: Curated Articles for Your Business Growth

Channels: Curated Articles for Your Business Growth

Demonstrates how to open Channels, browse topic-based article collections, and use them as an ongoing source of ideas, insights, and best practices to move your business forward.

Groups: Find Your Community Inside Connect

Groups: Find Your Community Inside Connect

Guides users through the Groups tab: discovering groups, checking activity, joining relevant communities, and using them to share ideas, referrals, and opportunities with like-minded professionals.

Activity Feed: The Heartbeat of Your Network

Activity Feed: The Heartbeat of Your Network

Shows where to find the Activity Feed, what appears there (posts, referrals, events, recommendations), and how to like, comment, and repost to stay visible and engaged.

Courses: Learn and Grow Without Leaving Connect

Courses: Learn and Grow Without Leaving Connect

Walks through the Courses tab, how to browse available lessons, preview content, and start learning practical skills — from lead generation to negotiation — directly on the platform.

Events: Meet, Network, and Grow Together

Events: Meet, Network, and Grow Together

Learn how to explore upcoming live and virtual events, view key details, and add them to your calendar. Events help you expand your network, join real-time discussions, and stay engaged with the Connect community.

Discussions: Share Ideas and Stay Involved

Discussions: Share Ideas and Stay Involved

See how to access Discussions, read active threads, react to posts, and start new conversations. It’s the place to ask questions, exchange insights, and build visibility within the professional network.

Alerts & Messages: Stay Updated and Connected

Alerts & Messages: Stay Updated and Connected

Understand how Alerts keep you informed about important activity — and how Direct Messages let you communicate privately with other members. Everything is designed to keep your daily workflow organized and responsive.

Global Referral Connect Introduction

Global Referral Connect Introduction

An introduction to the Global Referral Connect network, highlighting access to a customized dashboard for full visibility and control over sending, receiving, tracking, and managing referrals and fees, along with a global directory for connecting with other offices.

Complete My Profile

Complete My Profile

A step by step walkthrough of how to complete your profile adding as much personal information as you wish to share to help your profile stand out from the crowd.

Creating a Referral

Creating a Referral

A detailed review navigating the referral creation form, previewing the contract, saving drafts, and finally creating the referral.

Client Information

Client Information

This video focuses on the Client Information section of the referral form, where users select the referral type and enter client details.

Destination Market

Destination Market

This video explains the Destination Market section of the referral form, which is used to specify the location for clients looking to purchase or rent property. For clients selling property, this section is where their property address is entered, and the map updates based on the provided location information.

Client Preferences

Client Preferences

The Client Preferences or Property Details section, where users input information about the property their client is looking for or selling.

Placement Method

Placement Method

The 3 different Placement Method options for referrals: Marketplace, Invite, and Direct explained. Each method has distinct ways of notifying and engaging with referral partners, with varying levels of control over who receives the referral opportunity.

What Are Direct Referrals

What Are Direct Referrals

This video defines direct referrals as those where a selected user in the destination market receives an email and in-platform notification.

How to Accept a Direct Referral

How to Accept a Direct Referral

This video provides instructions on how to accept a direct referral, emphasizing that these are sent specifically to the recipient, requiring no application.